Mine & Arao Wealth Creation & Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Mine & Arao Wealth Creation & Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-436	Closed	-$79.6K	–	345
2024 Q1	$79.6K	Hold	436	–	–	0.04%	121
2023 Q4	$74.3K	Hold	436	–	–	0.04%	123
2023 Q3	$67.8K	Hold	436	–	–	0.04%	118
2023 Q2	$70.8K	Hold	436	–	–	0.04%	119
2023 Q1	$67.2K	Hold	436	–	–	0.04%	126
2022 Q4	$66.2K	Hold	436	–	–	0.05%	119
2022 Q3	$59K	Hold	436	–	–	0.04%	125
2022 Q2	$63K	Hold	436	–	–	0.04%	125
2022 Q1	$71K	Hold	436	–	–	0.04%	128
2021 Q4	$75K	Hold	436	–	–	0.04%	128
2021 Q3	$67K	Buy	436 +1	+0.2%	+$159	0.04%	126
2021 Q2	$67K	Buy	435 +1	+0.2%	+$153	0.04%	126
2021 Q1	$64K	Hold	434	–	–	0.04%	125
2020 Q4	$61K	Buy	434 +2	+0.5%	+$271	0.04%	117
2020 Q3	$56K	Buy	432 +1	+0.2%	+$126	0.05%	116
2020 Q2	$50K	Buy	431 +1	+0.2%	+$114	0.05%	112
2020 Q1	$44K	Hold	430	–	–	0.05%	110
2019 Q4	$54K	Buy	+430	New	+$52K	0.05%	121

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's VIG Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2024, closing a stake of 436 shares — an estimated $79.6K sold.

Mine & Arao Wealth Creation & Management first reported a position in VIG in Q4 2019 and held it in 18 quarters. The position peaked at $79.6K in Q1 2024. 2,055 funds tracked by Wall St. Rank hold VIG as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 436 Vanguard Dividend Appreciation ETF shares in Q2 2024, an estimated $79.6K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Vanguard Dividend Appreciation ETF position peaked at $79.6K in Q1 2024.
2,055 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.